Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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Equities take flight on strong corporate earnings
Clare MacCarthy
Senior Editor, Saxo Bank
"We remain very positive on equities this morning, as expected, we had strong earnings in the US which has so far have bolstered sentiment. The Beige Book yesterday also confirmed a positive outlook for the US economy . I expect equities to remain positive and go higher this week and especially next week which will see tech earnings. So be careful about shorting equities at this point in time," Garnry says.
The positive undertone has spilled into Europe and three regional heavyweights – ABB, Novartis and Nestlé – have either matched or outdone their earnings expectations.
Meanwhile, the ever-flattening yield curve is an increasingly urgent topic of conversation and the spread between US 5-year and 10-year Treasuries is now at its flattest since 2007. Still, incoming New York Federal Reserve president John Williams said he was not concerned at this point.
Quarterly Outlook
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy